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Microsoft CRM - Evaluation

Microsoft CRM - Evaluation

Evaluation

Posted: 05 Feb 2005 11:17 AM PST

There are several possibilities.

Some of the partner websites including www.bullseye.com.au have environments
running where you can try out MS CRM.
If you get the Action Pack, in there there will be CDs for Ms CRM and all
the required stack software. Then all you need to do is find the hardware,
install everything and you're ready.
If you contact a Ms CRm partner, they will likely do a demo for you.

Where are you based? If you are Australia based, please contact me directly
on com.au and I'll try to help further.

Hope that this helps

Gill





"Trainer-Mac" wrote:
 

poject based access in CRM ?

Posted: 04 Feb 2005 07:01 PM PST

Simon,

Sharing records to a team is a manual process. So the creator of the record
needs to explicitly share it with a specific team. This is why I felt the admin
might become pretty intesive over time (you can't delete teams, so the list will
get pretty big).

I don't remember seeing any stock reports that bring teams into the reports, but
you could probably develop some custom reports to get what you need. You'd also
probably want to consider some custom forms to allow filtering by team. All in
all, this seems like a square peg round hole type of thing.

There are products out there that have more of a project focus that you might
want to look into. I Know you can do things with Sharepoint like porject
workspaces that allow you to store documents and contact lists that are roject
specific. You can grant users access to multiple projects and they basically
log into a specific project to work in. This is probably a better starting
point for what you want.

I guess it really depends on what your specific reqs are and then you need to
evaluate which products best fit your needs and which can be customized most
cost effectivlely to fit the gaps in the features.

Matt Parks
MVP - Microsoft CRM

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On Sat, 5 Feb 2005 16:44:40 +1100, "Simon" <net> wrote:

Well, that was pretty dissapointing.
Anways, i liked your suggestion, - using TEAMS.
But this may not work.
Cuz consider for example a user "A" belongs to two teams "1" & "2".
Now when he logs in, & creats a record (esp an Account), then what Team will
this record belong to.
I need to be able to completely seperate all the data into projects.
So when reporting too, i could specify the projects (or in your case the
Team).

Then again, am i missing something, will ur suggestion overcome the above?

Thanx.

"Matt Parks" <com> wrote in message
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CRM developer

Posted: 04 Feb 2005 12:08 PM PST

Hi Joe,

We are a Microsoft Certified Business Solutions CRM partner with good
experience in this area. Please contact me directly at 650.504.4640
(cell) or com

best regards

Sundar Nathan
Business Development
Khaga Technologies
650.504.4640 (cell)

Is it wrong is SDK post-callout Tutorial?

Posted: 04 Feb 2005 10:09 AM PST

I should be awarded the Nobel Prize, shouldn't I ?


"Matt Parks" wrote:
 

Differences between Outlook and Web Sales?

Posted: 04 Feb 2005 09:13 AM PST

Key differences:

SFO has:
- ability to go offline with the data
- Mail Merge features with Word
- Only supported integration for Tasks, Appts, Contacts into Outlook/Exchange

Web client has:
- Service module
- Admin functions
- Reports

Matt Parks
MVP - Microsoft CRM

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On Fri, 4 Feb 2005 09:13:06 -0800, "Simon" <microsoft.com>
wrote:

Has anyone compiled an analysis that shows the functionality differences
between the Outlook and Web client versions of MS CRM? i.e. what's available
in one but not in the other?

Post Installation problems

Posted: 04 Feb 2005 12:13 AM PST

Hmmm. Dunno then. :(

"Greggo" wrote:
 

MSCRM 2005 - Active Directory...

Posted: 03 Feb 2005 08:13 PM PST

I haven't heard the same. But I could be wrong, it's happened once or twice
before :-)

I do know the security reqs are being reduced quite a bit so you won't need a
Domain Admin for install and stuff like that. So a lot of the pains experienced
today will be going away.

Matt Parks
MVP - Microsoft CRM

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On Fri, 4 Feb 2005 12:08:49 -0600, "Jake Horn"
<com> wrote:

You sure about this Matt?

I heard a long time ago that ADAM and less stack dependence would be a part
of the next release.

If the stack dependence does not change, I will be somewhat dissappointed.

"Matt Parks" <com> wrote in message
news:com... 

how to find the last modified user?

Posted: 03 Feb 2005 05:26 PM PST

Once you've pulled up the record, if you go to File..Properties, it shows the
user that last modifired the record.

Matt Parks
MVP - Microsoft CRM

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On Fri, 4 Feb 2005 12:26:09 +1100, "Simon" <net> wrote:

Is it possible in CRM to determine who last modified/altered a particular
record (of any entity)?
Esp, who last modified the details of a particular contact?

Thanx

Problems with exchange - mails incomplete

Posted: 03 Feb 2005 09:58 AM PST

Hi Jakob

I already looked in Registry Editor of the crm server and I only notice this
repeat value

exwebsite = /LM/W3SVC/1
website = /LM/W3SVC/1

Could this be the reason ? I haven't looked in Registry Editor of exchange
because the Server Administrator isn't in the office but tomorrow I will look
and let you know ...

I really appreciate your help i haven't found someone who look this problem
before ...

Tnks !!


"Jakob Benediktson" wrote:
 

Some people can't promote from sent items

Posted: 03 Feb 2005 09:47 AM PST

I thought the same thing. He can promote inbound no problem. Testing on my
machine works fine no matter how the email is sent: internet address,
contact, whatever.

"Gill" wrote:
 

Realistic Data Migration Costs

Posted: 03 Feb 2005 05:40 AM PST

Thank you all very much. Those were my thoughts but really needed to
check this. And no Matt, there was no data cleansing involved.

The company who quoted me this is an MSCRM Certified Partner.

Thank you to each of you for your comments and feedback - really
appreciated.

Activities of the week on homepage

Posted: 03 Feb 2005 03:29 AM PST

Hello!

Why don't you try our Add-On GroupCalendar. With
this Add-On you ar able to see the activies of
-) a DAY
-) a Week
-) a Month

You also can choose which type of activity you want to see
and there are some more thing you can configure!!

Go To www.mscmr-addons.com and download a trial-version!

--
Christian

com
www.mscrm-addons.com
Your company for MS-CRM ADD-ONS!
GroupCalendar for MSCRM
Related Documents for MSCRM
WordMailMerge for MSCRM

"John O'Donnell" <com-nospam> schrieb im
Newsbeitrag news:phx.gbl... 

SFO client install error

Posted: 02 Feb 2005 10:51 PM PST

having the same error, and I have followed everything that I have found
searching through the forum. Get the error when it is "creating and
configuring databases"

"Nathan Warner" wrote:
 

schema field definition

Posted: 02 Feb 2005 08:55 PM PST

Hi,
I can't find the definition in the sdk. Can you tell me more information
regarding the definition in the SDK? I use the MS CRM version 1.2 SDK.
Thank you

"John O'Donnell" wrote:
 

Different Contact forms in the one deployment

Posted: 02 Feb 2005 05:49 PM PST

Point taken Matt about the learning, but you, Jake and a few others
still do a brilliant job - thank you!

Create new Letter templates

Posted: 02 Feb 2005 04:17 PM PST

No. Do you have any advice.

Thank-you

Julie

"Anon" wrote:
 

Change Cascade Behavior for Assign/Share in CRM2.0 - Your input ne

Posted: 02 Feb 2005 11:55 AM PST

I can't see why you can't have the best of both worlds here?

Territory reassignment/realignment is a big feature in most other systems
and you need the be able to do it on a record and mass level.

First off, warn the user of what they are about to do. Many users reassign
an account and don't even think about the implications.

Second, enable an organization to assign a generic reassignment rule,
perhaps that is part of the warning, for company A who choses for only the
accounts and contacts to cascade, then it would warn.

"You are about to reassign this record and the following other associated
record types:

List out cascade rule.

Are you sure?

"Yes" "No""

Then you will need a mass reassign area for administrators where you can get
more granular, Choose the accounts based on filter then specify the cascade
rule perhaps.

"Matt Parks" <com> wrote in message
news:com... 

Formatting phone numbers in CRM via background service

Posted: 02 Feb 2005 08:45 AM PST

Yeah. The CRMQuery calls can be fairly slow. The query first needs to be
validated against the metadata. And returning a lot of data can make it appear
slower as well since it needs to wrap the data into XML.

Matt Parks
MVP - Microsoft CRM

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On Thu, 3 Feb 2005 11:43:03 -0800, "Jeff L." <microsoft.com>
wrote:

"Unsupported" typically scares the boss, so I guess I'll stick with the SDK
for updates. I have everything written and I'm preparing to run the program
in our test environment. Pulling the data straight from SQL made an
unbelieveable difference (not really surprised though).

"Matt Parks" wrote:
 

SFO Installation Error

Posted: 02 Feb 2005 05:57 AM PST

I had check through the list that "Razorback" had put together (twice) and
still get this. In addition, it fails specifically "creating and configuring
databases". I have also tried deleting the SQL directory that it creates on
the pc and tried again. But still the same.

"Peter Lynch" wrote:
 

PostUpdate. How to get old-value?

Posted: 02 Feb 2005 05:15 AM PST

I agree. Many auditing reqs require both the old and the new value. This helps
to identify a "lost" audit record or whether or not a record may havebeen
modified directly in the DB.

In addition, there are some business logic cases in a post-callout that would
require both values. For instance, changing the Relationship Type of an account
from Prospect to Customer may dictate a process, but changing it from "Gold
Customer" back to Customer would not dictate that same process. The only way to
make this determiniation is to have the old value.

Matt Parks
MVP - Microsoft CRM

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On Wed, 2 Feb 2005 23:19:31 -0600, "John O'Donnell"
<com-nospam> wrote:

one scenario would be auditing...you might want to say field x was changed
from value1 to value2

Required rights to view all account

Posted: 02 Feb 2005 04:36 AM PST

thanks, I'll try those tips.

Sync Issues with Sales for Outlook Client

Posted: 01 Feb 2005 10:05 PM PST

Only 1 crm user can synchronize per computer, right? If a different user
signs onto the machine and tries to synch, doesn't the MSDE database only
have the offline data for the first crm user?


"JawKnee" <microsoft.com> wrote in message
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